B. Riley Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

B. Riley Wealth Advisors’s Portfolio CCL Stock Details CCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73K	Buy	+2,500	New	+$68.3K	﹤0.01%	849
2026 Q1	–	Sell	-5,000	Closed	-$153K	–	930
2025 Q4	$153K	Sell	5,000 -495,000	-99%	-$13.8M	0.01%	898
2025 Q3	$145K	Buy	500,000 +495,000	+9,900%	+$14.9M	0.01%	931
2025 Q2	$141K	Buy	+5,000	New	+$107K	0.01%	933

Other funds holding CCL

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

B. Riley Wealth Advisors's CCL Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Carnival Corporation Ltd (CCL) in Q2 2026: 6,834 shares worth $199K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in CCL as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in CCL in Q2 2014 and has held it in 39 quarters since. The position peaked at $1.32M in Q2 2023. 303 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

B. Riley Wealth Advisors held 6,834 shares of Carnival Corporation Ltd worth $199K as of Q2 2026.
Carnival Corporation Ltd was a new B. Riley Wealth Advisors position in Q2 2026.
Carnival Corporation Ltd made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #777 holding.
B. Riley Wealth Advisors first reported a position in Carnival Corporation Ltd in Q2 2014 and has held it in 39 quarters since.
B. Riley Wealth Advisors's Carnival Corporation Ltd position peaked at $1.32M in Q2 2023.
303 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.